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BCR Wealth Strategies, LLC: AVDE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BCR Wealth Strategies, LLC on AVDE, newest first. How the timeline and the estimate are built.

BCR Wealth Strategies, LLC held 381,816 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 381,816 shares
    Change vs previous 13F +40,630 shares

    9.57% of the 13F portfolio, value $34,057,000.

    13F-HR 0001908380-26-000003 filed by BCR Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 341,186 shares
    Change vs previous 13F -340 shares

    9.07% of the 13F portfolio, value $28,946,000.

    13F-HR 0001908380-26-000002 filed by BCR Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 341,526 shares
    Change vs previous 13F +738 shares

    9.32% of the 13F portfolio, value $28,114,000.

    13F-HR 0001908380-26-000001 filed by BCR Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 340,788 shares
    Change vs previous 13F +5,525 shares

    9.46% of the 13F portfolio, value $26,888,000.

    13F-HR 0001908380-25-000011 filed by BCR Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 335,263 shares
    Change vs previous 13F +3,874 shares

    9.6% of the 13F portfolio, value $24,812,000.

    13F-HR 0001907157-25-000023 filed by BCR Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 331,389 shares
    Change vs previous 13F -1,865 shares

    9.64% of the 13F portfolio, value $21,961,000.

    13F-HR 0001842974-25-000003 filed by BCR Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 333,254 shares
    Change vs previous 13F +15,847 shares

    9.57% of the 13F portfolio, value $20,451,000.

    13F-HR 0001907157-25-000006 filed by BCR Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 317,407 shares
    Change vs previous 13F not available

    10.04% of the 13F portfolio, value $21,275,000.

    13F-HR 0001792704-24-000014 filed by BCR Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).